Step 1: Before you start

You can't download transactions into the same QuickBooks Desktop company file more than once. However, your bank may be able to reopen the transactions on their side so QuickBooks can download them again. Reach out to your bank to get help with this.

Web connect only works with .qbo files. Other types like QFX and QIF Quicken files won't work. There are a few third party applications hat can handle QIF available on the Intuit Marketplace.

Step 2: Download transactions

Download using Direct Connect

The first time you connect, QuickBooks automatically downloads the maximum number of transactions available from your bank. This is as much as QuickBooks can download. Depending on the bank, this can give you up to a year of historical transactions. Most banks may only download the previous 90 days.

Go to the Banking menu.

Hover over Bank Feeds and select Bank Feeds Center.

From the Bank Accounts list, choose the account you want to connect. (Optional) In the Send items to your bank section, you can edit or delete items by clicking the drop-down.

When you're ready to get your transactions, select Download Transactions.
Note: If you already downloaded the transactions but haven't reviewed them yet, select Transaction List. Here's how to review them.

Select Synchronize. If you only want to download transactions for a specific account, select Sync this account. Or if you want to download transactions for all your accounts at the same bank, select Sync all for this Bank.

In the Access to window, enter your PIN or password to connect to your bank.

Note: You can delete any remaining (previously matched/added) transactions by deleting the statement. To avoid duplicate entries, once you’ve deleted downloaded transactions, you can't download them again.

Download using Web Connect

Some banks let you set a date range for downloads. If your bank doesn't have this option, you automatically get the maximum number of transactions available the first time you download. This may be 30, 60, 90 days, or more depending on the bank.

If you're outside of QuickBooks Desktop

Open a web browser and go to your bank’s website.

Sign in to your bank account using your normal process.

Download your transactions as a QuickBooks Web Connect (.qbo) file.

Note: Every bank has a different method for downloading QuickBooks Web Connect files. If you're not sure how to do it, visit your bank's website and look for their steps. If you can't find any, reach out to your bank for help.